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American Express
AXP

Overview Fund Activity

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
5
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$101M
2
American Century Companies
2
American Century Companies
Missouri
$203M
3
CWP
3
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AZ
201
Aquamarine Zurich
Switzerland
$28.3M +$28.3M +210,000 New
AQR Capital Management
202
AQR Capital Management
Connecticut
$28.1M +$16.8M +124,249 +148%
CW
203
Connectus Wealth
Ohio
$28M +$1.56M +11,542 +6%
Rafferty Asset Management
204
Rafferty Asset Management
New York
$28M +$28M +207,400 New
ERSOT
205
Employees Retirement System of Texas
Texas
$27.8M +$319K +2,366 +1%
CI
206
Cambiar Investors
Colorado
$27.7M +$34.5K +256 +0.1%
TAM
207
Todd Asset Management
Kentucky
$27.6M +$3.77M +27,917 +16%
HAM
208
Honeycomb Asset Management
New York
$27.5M +$14M +104,000 +104%
SMDAM
209
Sumitomo Mitsui DS Asset Management
Japan
$27.3M +$3.09M +22,872 +13%
AAM
210
Aureus Asset Management
Massachusetts
$27.3M +$87K +645 +0.3%
ZIC
211
ZWJ Investment Counsel
Georgia
$27.2M -$59K -437 -0.2%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$1.37M +10,137 +5%
CK
213
Cohen Klingenstein
New York
$26.9M -$465K -3,450 -2%
IC
214
Inverness Counsel
New York
$26.7M +$3.18M +23,549 +13%
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$26.5M +$996K +7,379 +4%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$26.4M -$9.41M -69,779 -26%
RFC
217
Regions Financial Corp
Alabama
$26.3M -$770K -5,704 -3%
CF
218
Cantor Fitzgerald
New York
$26.3M +$11.3M +83,476 +75%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$26M -$1.25M -9,127 -5%
AIG
220
American International Group
New York
$25.8M -$910K -6,744 -3%
RMA
221
Roffman Miller Associates
Pennsylvania
$25.8M +$201K +1,487 +0.8%
HIMC
222
Heritage Investors Management Corp
Maryland
$25.4M +$309K +2,290 +1%
GFI
223
Global Frontier Investments
South Carolina
$24.7M – – –
Jacobs Levy Equity Management
224
Jacobs Levy Equity Management
New Jersey
$24.6M +$24.6M +182,207 New
ESBC
225
E.S. Barr & Co
Kentucky
$24.4M -$140K -1,035 -0.6%
7 8
9
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